DFS DISCOVER FINL SVCS

Ownership history in Northeast Financial Consultants Inc  ·  5 quarters on record

This page tracks every 13F SEC filing in which Northeast Financial Consultants Inc reported a position in DISCOVER FINL SVCS (DFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q1
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 UNCHANGED 2,130 0% 0.02% $364K
2024 Q4 UNCHANGED 2,130 0% 0.02% $369K
2024 Q3 UNCHANGED 2,130 0% 0.01% $299K
2024 Q2 UNCHANGED 2,130 0% 0.01% $279K
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)

Other funds also holding DFS

As of 2025 Q4 — sorted by position size

Saranac Partners Ltd 3.43% Clark Wealth Partners 0.0% CAROLINAS WEALTH CONSULTING LLC 3Y 0.0%
← Back to Northeast Financial Consultants Inc Holdings